Reddit Posts
$ACGX Thinly traded, Low Float Runner!
Looking for long term (+20 years) REITs to invest in, want to put ~$5K in
Greene Concepts Increases Purchase Order Numbers and Bottling Plant Activity
Looking to do some DRIP investing Thoughts on REITs
$IHS Towers- an undervalued high growth stock to considering with price target 2-3 times current price..
Reverse Head & Shoulders (Trend Reversal) Patterns - Stocks to Watch this week: $MARA $IHS Others
What are some news headlines/longer-run trends that motivate your stock picks?
Limited investment options to chose from, any thoughts
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
Risk of Leveraged Companies with Rising Interest Rates
Under the radar ticker to Buy this week ($IHS Full Update) ... Bottom/ Rebound Reversal likely (3x Potential, limited downside risk moving forward).
1 Under the Radar stock to buy this week ($IHS) ..,Potential 3X or 4x (based on multiple recent Analyst PTs), very limited risk moving forward- at (or close to) a Bottom/ Reversal Breakout.
$IHS Its Hard to find better coverage. Under the Radar- starting to get Visibility from Analyst. IHS is a fast growing Emerging Market Tower company (4G/5G play) projected to be 3rd largest International Tower Co by EOY. Rebound is imminent..
3.5 Potentially Strong Returns... $BBBY $NU $IHS (and the .5 for STBX as a blind gamble)
$IHS A slightly different "Squeeze" stock. Not a gamma squeeze- But a solid company, Buy rating from all 7 analyst, could definitely quickly move up 15O-200% (and it would still be under Most recent PTs). $2B MC but a HF is taking advantage of low daily volume (150K)
2 Solid Emerging Market Stocks (with x2 PTs) to keep on your radar... $NU & $IHS
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Lazy Stock investing: What stocks can give you 8-10% growth with low risk attached?
$DBRG DigitalBridge is the next $AMT American Tower
USA Bipartisan Infrastructure Bill Overview (The Guardian)
American Tower (AMT): the best way to play the coming 5G boom.
American Tower - 5G Infrastructure Play!
Mentions
DCA slowly with under valued stocks that I already have a position in. ( mostly) Tsco, UPS, AMT, Some tech stocks that are speculative. Oklo, SMR, circ, Mara, And sitting on a larger pile of cash to buy a crash if it happens ( I’d buy in JEPI , SPYI, or a total us market index fund)
A lot of comments wondering why SPY isn't crashing. For it to crash, we need GOOG, NVDA, and AAPL to crash. if they crash, it won't be just because, it will be because a narrative shift, because these stocks are viewed as safe havens from the economy/inflation to a certain degree. So when they crash, there will be FUD in the media and you won't want to own them. The next largest components of the indexes are already in correction/crash for the most part. I think your/my own sake, we need to look for individual stock opportunities in this market. You have to go against the media narratives though. Ex. buy consumer stocks in Oct-Nov when the media was fear mongering about more tariffs hitting one day (even though said companies had already given figures on how much tariffs would cost). Or utilities last summer when we feared a pause in rate hikes. Now I am seeing the fear mongering on credit card overdone and some consumer staples like MMM and HD down hard to points they usually bounce form. PE is crashing but it may crash more because sentiment is untied to reality. Either way, instead of waiting for 2008 to repeat, maybe buy some MMM or HD or PG or wait for banks to finish dropping and buy JPM. AMT is another good stock that never gets discussed here and it's down a little
I think now is a good time to buy CRM, MSFT, AMT, HD, BX, and PG. Maybe ES. BX may be a bit controversial, but the rest are good AND all dipped a bit so you're getting a bit of a sale, which is why I recommend them. MMM and CLX are in dips after recent rallies so might be good to I'm assuming you're saying you don't care about the next ten years but I am sure at some level, you'd be pissed if you lost $ tomorrow, hence I recommend things already down but with good earnings Actually making this list I realized credit card stocks are way down too, maybe AXP is a buy?
Thought REITs would like the bad job news but I guess not. PLD down 3.3% and STAG down 2.4% which is how they behave during a crash. But DLR and AMT are up a little.
Some people want to unload to cover the AMT
You just explained what happens to tech-workers with AMT and stock-options. You have to pay taxes on stocks you can't even sell. And then the company either never goes public or goes public at a lower price than what you paid the taxes on.
Hey guys, take a look at AMT.v New management over the last 1-2 year. I own shares in AMT. https://www.reddit.com/r/pennystocks/s/OgX3CXJC24
Jesus Christ read a book. It literally has a name because it has happened so often. It's called Bracket Creep. Many taxes started out this way and ended up pulling in the middle class - Income tax, Capital Gains tax, Alternative minimum Tax (AMT) .....you can go on and on and on. This is a consistent playbook for politicians because they know groups of people hate each other.
Total straw man argument. When was the last time you paid AMT?
Worth noting that we already tax unrealized gains in the US via AMT, as anyone who's worked for a tech company that IPO'd knows. You get that tax back as a credit eventually but it can take decades, and in the meantime often have six-figure tax bills to pay. I think AMT is stupid in this way, but I also have no sympathy for billionaires whining about a wealth tax.
Very strong management and a real turnaround is most likely right around the corner. I have invested in AMT!
Going going to post some weekend research for the degens. All I study is price action on the one hour charts I think they can be used to trade options and stock with 1000% as an edge. One hour chart show the momentum from the microstructure regime of the underlying price action. Using trend lines and some basic book learning, you can easily spot situations on major indices or stocks where they basically automatically go up the next day or for the next 2/4 days. Go look at a 1H price chart, and find an instance where price opens inside the 20 EMA during pre market. If it’s inside the 20 EMA and 50 EMA…it’s a rocket ship at open. Example AMT recently, a REIT…..last Monday. Opened inside the 20 / 50 EMA on the 1H chart Monday morning. Went up +11% and 4 strikes Monday to Friday . A fucking REIT went parabolic and can be traded with a 1H chart. That exact same pattern is everywhere. $0.7 Feb 20 $185 call sold for $8.3 NBIS Friday opened inside the 20/50 EMA on the 1H , went up +9%. QQQ last Friday and Monday on the 1H charts. Friday to Monday went up like +3% if you held. Each day opened inside the 20 EMA and then the 20/50 EMA.
All I study is price action on the one hour charts I think they can be used to trade options with 1000%. One hour chart show the momentum from thr microstructure regime of the underlying price action. Using trend lines and some basic book learning, you can easily spot situations on major indices or stocks where they basically automatically go up the next day or for the next 2/4 days. Go look at a 1H price chart, and find an instance where price opens inside the 20 EMA during pre market. If it’s inside the 20 EMA and 50 EMA…it’s a rocket ship at open. Example AMT recently, a REIT…..last Monday. Opened inside the 20 / 50 EMA on the 1H chart Monday morning. Went up +11% and 4 strikes Monday to Friday . A fucking REIT went parabolic and can be traded with a 1H chart. That exact same pattern is everywhere
You get the option to buy company stock at locked price after some time with the company. You hope that stock went up during that time. Once you bought company stock through options you pay AMT tax and then hope you can sell them somehow (problem if not a public company). Ymmv
There’s no way you made a post about this, been in AMT since early PBX days, let’s pump ugh daddy
Sorry guys, I bought AMT and MSFT. Can't have me making money on stocks of stable companies raking in cash! Fuck the market, can I have one fucking investment ever work out
It's going to be a much lower AMT like $2000
Really really really bad, I work in a US hedge fund.. and I think a lot about macro economy all day every day. It could sink the west, we will see a credit crunch making 2008 look like a garden party... You won't be able to use your card.. or use an AMT as they will fast be empty. Most big retailers won't have the resources to operate The markets will crash, it would be the second great depression.
Damnit were AMT $180 weeklies the play? Seems like it's flying after-hours, if this thing goes to to like $185 I'm going to be upset 😭😭 Let's see what happens when the casino opens
Watching Interesting in calling $AKAN a “scam” 👇 👆 because the price is down is just confusing volatility with fraud. Microcaps with tiny floats fall hard when there’s no volume, and they rise fast when catalysts hit. Facts: • Reverse split is to maintain listing — not proof of scam. Big telecoms like $AMT, $CCI, $SBAC often restructure stock too. • Thin float means small orders can push price down, same as up. That’s market structure, not manipulation. • AKAN has telecom infrastructure optionality, similar narrative to how small infrastructure plays rerate vs larger peers. • Lack of price catalysts right now doesn’t mean no future — other stocks were quiet before running hard. Could AKAN drop? Yes. Does drop = scam? No. Trade risk, not fear. 📊💎
Our HR will never give financial advice on anything ISO or finance related, the standard tag line is always talk to your accountant and of course people will exercise their stock options and immediately triggered AMT while trying to save on taxes for long term capital gains. They then lose the shirts when market went bust only able to deduct $3k capital loss.
For advisers that focus on founders/early employees, they add value by (1) confirming the shares actually qualify for QSBS, (2) structuring exercises/83(b)/AMT and managing the 5-year clock so you don’t inadvertently blow eligibility, and (3) when the upside is meaningful, coordinating with estate planning counsel on “stacking” via spouse/trust ownership or a 1045 rollover. People assume “FA” means Edward Jones/NWM, but there are plenty doing highly specialized planning and the cost of getting any of the above examples wrong can be enormous so you really can’t DIY.
Not really! When you sell the irs takes capital gains tax up to 20%, also niit of 3.8%, possibly amt, if you live in CA they want another 13.3%. This if you hold it for at least a year. If not the irs wants up to 37% ,along with 3.8%,AMT,CA wants 13.3%. That would be well over 50%.That doesn’t even count the higher IRMMA rate if you are on Medicare. All this nonsense adds upt to 55% or more. Did you say FREE MONEY?
Look at thing though AMT (auction market theory). Understand Vanna-Volga Pricing.. Um, explore and learn before you expand is all I can add. Learn Risk and Smart Money Theory as well. Best winds.
AMT was a **very** early investor and they have a ton of debt on their balance sheet. They booked an enormous profit and are still carrying shares moving forward.
"The statement "Stock options are taxed when exercised. Stock compensation are taxed when received" is an overgeneralization, as the tax timing depends heavily on the specific type of compensation. Stock Options The taxation of stock options is split into two main types: Non-Qualified Stock Options (NSOs): These are generally taxed upon exercise. The difference between the stock's fair market value at exercise and the lower exercise price (the "bargain element") is treated as ordinary income and reported on your W-2. Incentive Stock Options (ISOs): These are generally not subject to regular income tax at exercise. However, the bargain element may trigger the Alternative Minimum Tax (AMT) in the year of exercise. The main tax event (for regular income tax purposes) occurs when you sell the shares. " Lolol
"The main type of stock options people are paid with are non-qualified stock options (NSOs), also known as non-statutory stock options." "Generally not a taxable event for regular income tax purposes at the time of exercise, though it may be subject to the Alternative Minimum Tax (AMT)." Wow, can't even get passed AI. Well don't Americans face AMT? No?
Not really. You also have niit tax of 3.8 percent and, if you live in CA, you pay another 13.4 percent. Not to mention AMT and possible IRMMA. That’s around 40 percent. So get your facts straight.
There are other ways to get interest as income. I am in highest income tax state. 51% taxable bond or fixed income. 49% not taxable or AMT exempt. Rather than investment grade bond I buy close end financials paying me 8-11% taxable etfs.63% are from fianciak, 20% from industry, IT bonds and some convertible bonds. My accident owning Tesla a default convertible stock not able to pay interest offered me worthless Tesla common shares paid off. AGG, CALI are only some of the bonds I hold. The above is only a portion of total portfolio consists of stocks. It is used as hedge stocks.
What really caused META stock to slide so much? Before you call me an idiot and say "Well, it was because of earnings", I know that, just hear me out. I am currently a graduate student studying accounting (with a focus on taxes) and have just completed a section in one of my courses on the provision for income taxes. What I don't understand is whether the dip is *purely* due to the reported EPS, which is obviously not reflective of the company's overall health when considering the financials. A one-time, non-cash expense from AMT deferred tax assets that won't be realized in the future is not a scary thing when you look at a company the size of META and understand that those DTAs could have been spread out over a decade or even longer. I have a small, but material to me, position in meta that I am unsure about, and want to know if I am missing something from someone who understands to other side of things better than me. If something else is going on, I want to understand and learn, thanks!
"We are surprised by the (U.S. Food & Drug Administration's) feedback, which is a drastic change from the guidance the FDA provided in November 2024," said Matt Kapusta, UniQure's CEO. UniQure said it plans to urgently interact with the FDA to find a path forward for the timely accelerated approval of AMT-130.
And LTCG can trigger AMT. And some states tax it too. Can also phase out other deductions. I modeled it out for my situation and above small amount d I would net pay over 30%. So while LTCG is 15% the total tax cost is actually more than double that. It's crazy.
The perk of ISOs is the tax benefit/tax deferral option. Unlike RSUs you won’t be taxed upon vesting. You should not exercise them until either the date before they expire or you want to sell the shares (in which case it’s often smart to exercise them hold for a year to flip to long term capital gains vs short term) or as mentioned here, cashless exercise which saves you from tying up any liquidity - the exception being once you have more than say $125K in gains, at which point you’d stagger the exercise to avoid triggering AMT…as you can tell RSUs are the simpler approach next time you’re given this option….choosing ISOs is for people in either high tax brackets OR if they offer you a sizable multiple of ISOs vs RSUs…ISOs are technically worth $0 at the time of award (hypothetically…if you could exercise and sell on date of award….i know someone is going to make some snarky comment about black scholes and time value…but you get what I mean)
I would need more time to really look at Google's tax position, but just looking quickly, they had a higher effective tax rate in 2024 than the AMT. So they may not be in the same position as Meta was, who had a lower effective tax rate than the AMT.
Today Opened Positions: - Calls: AMT CARR CDNS ECL GLW NXPI UNH - Puts: NEE UPS Subject to adjustment before close.
I been looking at multiple REIT sectors these include ARE, AMT, O, EQIX, and VICI which you mentioned.
>The odds of buying a small cap company and being able to hold it til it's a large cap is very low. Only about 10% of smallcap companies eventually reach the large cap universe. Flawed way of thinking. I only mentioned megacaps because everyone knows them. I also have 10x+ on SHOP ISRG MELI AMT to name a few. None of these would qualify as megacaps. Go and lookup TYL and FIX. You don't need megacap status to be a successful investment. You need consistent revenue and profit growth over time.
They litterally got multiple evaluations today that price the stock around $300 because of their AMT-130 Reward: $30 Risk: Overnight Gap of over $100 Worth? HELL FUCKING NO you'd have to be a fucking retard to short this befire FDA news
They just released positive data on their AMT-130 Huntingtons trial. Just be careful tmr it might run more but given this jump I think you might be wrong
That is an understatement. A friend exercised a lot of options as he changed jobs in early 1987, so he incurred a very large AMT related tax obligation. The. Black Monday happened on 10/19/87. He ended up having to do a cash out refinance de if his house to be able to pay his taxes.
What does AMT mean in this case?
I was young and stupid when I did that, and paid the AMT two years in a row from Dec-Jan sales. God I was stupid.
Do you want a second job as a landlord? Equities - you want to be in equities. Add some REITs if you feel your RE exposure is too low. I did - we have EPR AMT CCI O STAG (CCI is a four star buy at Morningstar, O and STAG five stars).
What was explained to me was that the exercise IS the material event and therefore the gain is calculated on that date. By doing it the way they are doing it, they get to pay the gain as along term gain TODAY and no extra taxes are due as long as they hold another year AND converting shares to Buyers stock counts as part of their hold period. If they did it another way they’d have to claim as income and the tax bill would be…egregious. There is some AMT that is due as well, but that’s a rounding error compared to the cap gains.
I’m the tax attorney this guy is referencing, and this guy is mischaracterizing my comment either because he doesn’t understand it or he is being disingenuous. Imagine having such an ego that you literally can’t respond to my comment either: (1) addressing the substance of my comment or (2) admitting you made a mistake. Instead you chose to make a second post citing hearsay from “your CPA” and a “fortune 100 exec”. Wild behavior. And that was after I gave you a lot of credit for all the free diligence you’ve provided. Below is my comment, which as far as I know is still true. And note I did not state whether the sale is a good or a bad thing, all I stated was I didn’t think it was factually correct to say there were capital gains owed here; thus, your entire prior post, which relied on AI, was factually incorrect unless someone could address my comment and explain why I’m wrong. “Ok, well Grok isn't correct on this issue. Capital gains are not owed on unrealized gains and are only owed on the sale of shares. I am quite literally a tax attorney (albeit I do not specialize in this particular matter). Now, if this was an NSO, then it may be taxed as ordinary income or it may generate AMT, but in no way that I can see would the exercising of a stock option require Mr. Plassche to pay capital gains. Of course, this isn't legal advice. Also, I am very bullish on ELTP and appreciate all the free diligence you have provided. I just don’t think this is correct. Happy to admit if I’m wrong, though.”
Ok, well Grok isn't correct on this issue. Capital gains are not owed on unrealized gains and are only owed on the sale of shares. I am quite literally a tax attorney (albeit I do not specialize in this particular matter). Now, if this was an NSO, then it may be taxed as ordinary income or it may generate AMT, but in no way that I can see would the exercising of a stock option require Mr. Plassche to pay capital gains. Of course, this isn't legal advice.
Yeah. But be wary of AMT if the unrealized gain is close to your current salary. The unrealized gain is taxable under the alternative minimum tax system, if it's more than your ordinary income tax, you'll pay the AMT. That's why ideally you should have been exercising every year.
The interaction between buyers and sellers in the order book is literally what creates the price, is called order book dynamics or price discovery. The dynamics between price and volume make possible to read this dynamics. There are literally two entire volume based schools of analysis, VSA and AMT, besides Wyckoff that originate both of then. It is a backlooking metric? Yes, just like everything else. It make volume less efective? No.
Tax situation is just one of those things that's going to vary wildly depending on the person, the type of account(s) they hold, the assets they hold, how long they've held them, where they live, etc. For starters, let's assume you're a US-based investor and that you're investing for retirement with a tax-advantaged account (401k, IRA, etc.), while still in the wealth accumulation phase. That's probably the main focus for the majority of working Americans from their 20's through their 50's. In that situation, taxes aren't a concern. The activity within that account is sheltered from taxes. Buy, sell, re-invest, do whatever—it doesn't matter. *Outside of that specific easy situation*, figuring out tax implications can get really involved really quickly. Short-term and long-term capital gains, qualified versus non-qualified dividends, interest that may be taxable at the federal or state level, how all those things vary with your specific income level, whether you have to think about AMT, if you have paid any foreign tax, etc. And that's just for US investors. Globally, someone watching a YouTube video, who knows what the tax implications are in the country they're watching from? Investments and taxes certainly have overlap, but they're also their own unique beasts.
You can’t even access a Roth IRA if you make too much money. AMT sucks too. No write-offs. You essentially get penalized if you’re too successful which is insane…Meanwhile billionaires write everything off as a biz expense. Our tax system is whack…
Yeah, there’s lots of horror stories about AMT during the dot com era because ISO was the preferred way for equity compensation back then.
Thank you for making me aware of AMT, you potentially saved me a lot of money. https://equitysimplified.com/amt-calculator/ To my question about capital gains, the guides online say the gains are from the strike price rather than price at exercise, which is counterintuitive, seems to defeat the purpose of accepting your bonus in options over RSUs. Oh well.
Exercise and hold could create a taxable event. Go search ISO AMT for more details. It depends on your income and other tax liability. If you exercise and sell immediately and assume sell price is higher than you excise cost, there will be tax consequences. How much you have to pay will depend on your other income and tax situation.
Are you *trying* to get extra tech heavy? VOO is already quite tech heav. I'd rather see any (or several) of * a REIT ETF (I have O, CCI, STAG, EPR and AMT - no residential mortgage stuff tho) * maybe 5% VXUS * some VYM But really just all in an index fund is fine, as well.
What tools do you use to distinguish between real momentum and fake breakout? order block + volume for pressure? are you using AMT trading strategy?
>There are nuances based on whether it is RSUs, options, And there are even bigger nuances based on whether the options on non-qualified options or qualified incentive stock options. I >etc but they all pay tax at some level. I have several million dollars of shares from ISOs I exercised pre-IPO, and have never paid a penny of tax because at that time the bargain element gain on the common stock was,less than the AMT exemption. My exercise price was 1/10th what venture capitalists were paying for preferred stock in the initial funding rounds. Their preferred stock was converted 1 for 1 to comm9n stock ore-IPO. Those shares will likely get a step-up in cost basis upon my death and get sold with zero tax cost by my estate and children..
Yes. If OP is in the U.S., he/she may have triggered AMT with this sale(?)
Dumb money move AMT's copper holdings just became 50% more valuable /s
MSFT 7% V and MA. I put these in the same category, for obvious reasons. 8% PLTR 17% VOO and VTI 18% of my holdings. This used to be 60% of my portfolio but everything else grew so much faster. I'll need to renew my efforts at my old DCA strategy until this is back in the 50 or 60% range. WMT 6% My portfolio is admittedly in need of rebalancing. For example, I've held QCOM and AMT for quite a long time and I should sell off those positions and increase my position in VOO or VTI. Similarly I've opened small speculative positions in a wide variety of various stocks. Some of these are stagnant or haven't grown yet, and some of them have grown really well, and this growth has altered my ideal balance. The growth in MSFT and PLTR really altered my portfolio allocations My personal ideal balance for my portfolio is 60% VTI/VOO. 20% aggressive growth in tech/finance. 20% defensive stocks/utilities/staples. Back to the old boring DCA strategy I suppose.
as everyone paying their fair share? how much should that be? do you know that "rich" people are already responsible for 90%+ of tax revenues in the US? the issue isn't people not paying their "fair share". the issue is politicians misspending money... we have already have: federal individual income tax, corporate income tax, alternative minimum tax (AMT), estate tax, gift tax, Social Security tax, Medicare tax, additional Medicare tax, federal unemployment tax (FUTA), excise tax, customs duties, tariffs, heavy highway vehicle use tax, diesel fuel tax, gasoline tax, alcohol tax, tobacco tax, firearms and ammunition tax, air transportation tax, indoor tanning tax, wagering tax, oil spill liability tax, harbor maintenance tax, coal tax, ozone-depleting chemicals tax, environmental tax, Superfund tax, state individual income tax, state corporate income tax, state alternative minimum tax, sales tax, use tax, gross receipts tax, privilege tax, franchise tax, business license tax, occupational tax, state excise tax, state gasoline tax, diesel tax, motor fuel tax, cigarette tax, tobacco products tax, vaping products tax, alcohol tax, cannabis/marijuana tax, insurance premiums tax, property tax, personal property tax, real property transfer tax, documentary stamp tax, mortgage recording tax, estate tax (state), inheritance tax, severance tax, minerals tax, natural gas tax, oil extraction tax, timber tax, unemployment insurance tax (state), local income tax, local earned income tax, local services tax, business gross receipts tax (local), business privilege tax (local), local sales tax, hotel tax, lodging tax, tourism tax, restaurant tax, prepared food tax, amusement tax, admissions tax, utility tax, cable TV tax, telecommunications tax, water utility tax, electricity tax, solid waste tax, stormwater fee, special assessment, improvement district tax, community development district tax, vehicle registration tax, vehicle license tax, vehicle excise tax, motor vehicle rental tax, car rental tax, boat registration tax, aircraft registration tax, luxury tax, capital gains tax, sin tax, sugar-sweetened beverage tax, plastic bag tax, environmental tax, carbon tax, congestion pricing fee, transportation improvement fee, parking tax, fuel surcharge tax, special fuels tax, hazardous substances tax, hazardous waste disposal tax, waste tire fee, e-waste recycling fee, recycling tax, pollution control tax, emissions tax, superfund chemical tax, harbor maintenance tax, customs processing fee, customs merchandise processing fee, regulatory fees and assessments, etc. and you people want the government to tax us even more... make it make sense...
H.R.1 also seeks to abolish Corporate Alternative Minimum Tax, AMT. Would be a huge benefit for any Berkshire-style conglomerate (although not BRK itself, they've had an exemption for a long time). Personally? I think MSTR and BTC Mining firms have the most to gain, along with energy sector stocks (LNG, Oil) NFA, DYOR. Best of luck! (Long MSTR, U.S. LNG).
Of course, thats why my believe is 10B in pure profit, btw look at AMT which is kinda the same thing except they build terrestrial towers instead of sats, they have quite a high pe ratio, and their margins are quite decent as well. Also, 200B for a dividends company is not too out of the realm of possbility, especially got a service based company that has recurring revenue. Keep in mind they are serving multiple industries as well (btw google is also going to start using ASTS services also). I do get what you mean tho, but for now its still in its growth stage so share price might still go up significantly until it hits that ceiling. I wouldnt believe if someone said 1T mkt cap either, but 200B ish is quite reasonable imo.
Glad u asked. I'm Chinese American and I can tell byd is the next evergrande group of China. Most Americans and Europeans have no idea the business practice byd uses to maintain itself in the game. They abuse workers, use fatal cheap parts, rule breaking governments subsidies, huge AMT of debt, no fsd. These info are only available to America s if they watch news specifically exposes the reality of China. Unfortunately majority of y'all don't speak Chinese so these channels will never be recommended to y'all.
I always wait for a green day to sell. In fact some times I would sell 4 and then 4 tomorrow on a stock like Tesla. U never know how hard it can go up without logic. And I mainly do weeklies haven't done monthly yet. I think selling 2 weeks out is what some pros are doing to get an insane AMT of premium upfront and then buy it back the end of the 1st week. But I personally haven't tried it myself
They asked all the AI models to make a stock portfolio and there is one stock that I saw in just about every single one with high conviction which is AMT so I just converted half of my Roth to it after having limits set at 210 for a month now
Let's not go into motivations and tax fraud, let's just be clear about numbers. Motivations vary from person to person and some may commit fraud whereas others may just pay. First of all it is not 70% Secondly, it is not even 54% for the first million Third, itemize. The AMT rate used to be 28% and mentally I know that's the lowest I could get whatever tricks or fraud I tried :). Haven't tracked AMT since last tax cuts Next, if you are earning a few million short term every year thus paying 54%, move to long term if your earnings do not dip. Also Roth, Ira, mega backdoor Roth, mortgage interest, property taxes - although each of them has a limit. And maybe exit California if you make 20m a year ;) saving 2.6 m on that After all that, sure tax fraud :) (not a formal advice)
They are already selling stocks quickly. Check the insider trading on QBTS and IONQ some directors emptied 50% positions. Also IONQ executive sold his shares to "cover AMT" on ISO maturity. But any startup with confidence in its futures would do whatever it took to keep shares. There are entire agencies that give out low interest loans to protect shares for up and coming starting. Even if you thought you could 2x the company holding onto those shares with a low interest loan is so worth it. And this was weeks ago since IONQ has climbed and he lost a decent amount of money just not pursuing the loan to cover with shares as collateral... banks and institutions dont want to touch these companies at their current valuationg. Such a bubble
Holding for 1 year makes the gains long-term, taxed at lower rates, with 20% being the highest bracket. Short term is taxed at ordinary income rate, which the highest bracket is 37%. So calculate a 17% saving on your option's value and see how much taxes you could have saved. If you exercise now and hold for 1 year, then you'll be taxed at long term when you sell. You'll have an "unrealized" gains of $1.8 millions because you haven't sold yet. However, under AMT, that is taxable. If you had exercised early on as soon as you received new grants, the unrealized gains would have been close to $0 or extremely low, costing no taxes.
Thanks for the reply, I think I messed up by not exercising, but thought it was the right thing to do. “So did you not believe in the company, or you didn’t know that you should have been exercising your options?” I don’t follow, I did believe in the company that’s why I picked options and not RSU’s. Why should I have been exercising as I went? I thought holding options would be better if the price increased substantially. “Because your holdings could have been all long terms by now” I don’t follow, I guess I messed up. “Exercising all of it now would definitely trigger AMT even if you aren’t selling” So I should have exercised and not sold? “So ask yourself if you think the stock price is likely to drop around 35% in the next few years.” I think it will go up and down my 35%, it seems to be very volatile. FYI, I’m currently at 180k/yr and the original options were 50k/yr, plus I’ve gotten some bonuses that I chose options. Company is Tesla if that helps.
So did you not believe in the company, or you didn't know that you should have been exercising your options? Because your holdings could have been all long terms by now. Exercising all of it now would definitely trigger AMT even if you aren't selling. And selling would just be short term, taxed at ordinary income rates. Without knowing your income, i'm guessing you're going to be solidly in the 30-ish percentage, so most likely you're going to pay 30% in federal, plus 3.8% in NIIT, plus state tax if applicable. So ask yourself if you think the stock price is likely to drop around 35% in the next few years. If you are sure then might as well sell everything.
Dunno why you're getting downvoted. Just reddit being reddit I'm guessing. The last paragraph explains why I agree with you, because I sure as shit don't see it. Of course, the difference between me and the billionaires being I have job income, and live in a state with no income tax; the inability to deduct property related stuff hurt even more since that's a main way state and local governments fund shit and they're relatively high. AMT is more complicated and I'm not here to tell the world any more than I've already said, lol. I guess we'll see where it all lands though.
So you then would be supportive of the current talks about the raising of taxes / new tax rate that the republicans put on the table for people making more than 2MM? What would you propose specifically? I'm talking income tax as if you're going to point at billionaires, they do not have income. so, that's separate from your argument of lower taxes on the wealthy. I'll admit that I make a pretty decent compensation. The TJA reduced one tax and because of the SALT limitation and AMT, it negated and roughly speaking, I pay about the same amount of taxes. If you look at AMT prior to the current tax act, you'll see that AMT added back in the SALT and other deductions. So, if you're saying that the 400-2MM range is getting a tax break, in NET and actual terms, that's not necessarily correct. Spoke with my tax preparer and he said that generally, that was the case for the people in that range.
If you like cycling through the same exact stock by buying it at a low or average price and selling it near its highest point- sell specific lots and not the whole position. If you get in at a good cost basis and you keep it, it helps anchor your average down if you decide to keep it as a long term holding and quit selling off shares. So if you buy at $9, $10, $11, and $12 and are waiting for it to hit $13- sell anything green above your lowest position. If you think the stock will plunge below $9 with new info you have- sell anything green period and buy again at $8 if you were right. If you were wrong, buy it when it makes sense again or move on to another play with a different stock. If you always sell a green position, you don’t have to worry about wash sale rules at all. Selling all your positions without first making sure none are in the red is where you can flub up. Even if your cost basis is green, all your positions may not be. With KO, BRK.B, TMUS, PGR, AMT, and some others this is what I’ve done. If it hits near its recent highs I can sell it then or hope it breaks out and keeps going upwards. If I do sell everything but my lowest position, then I have buffer room to sell if it does start a cycle down or I have buffer room to ride the wave if I think it’s just a slight pull back. Every now and then my lowest position that I kept becomes my new highest position. But because it was already pretty low to what it used to be, it’s not that high above my new lowest position. But with swing trading you will never get max gains. You’ll never get the lowest price of the day/week. You’ll never get the highest price of the day/week. You just gotta know when it starts a real cycle downward and it’s not just an off day. As long as you see yourself continually getting a lower cost basis on whatever you’re cycling and you’re getting better at getting out at the highs- you’ll avoid the wash sales and make some nice profits.
Yes. And tariffs are about the worst possible way to make it happen. If you're talking about Trump's proposal, I'd be all for it. I'll believe a Republican controlled congress passing a real tax on millionaires (or better yet, a higher capital gains tax) when I see it though. Billionaires hardly make any money through income, almost all of it is capital gains, so while an increased income tax in the $450,000+ category would be great, I would support a higher capital gains tax, or a switch to the AMT (Alternative Minimum Tax) formula to include capital gains to better capture billonaires' taxes.
Capital gains - you pay tax on it when you sell I.e the gain is realized. Now if you get a huge payout from IPO, there’s AMT and you should talk to a tax lawyer. You can get a loan on your stock as collateral, but if stock goes down, and you don’t pay, stock gets sold to pay for loan. If you need money, sell a portion, pay the capital gains 15% which is likely lower than your normal income tax bracket.
You might need to talk to a tax professional. There are different types of employee stock options from a taxation perspective (ISO, NQ). In general, my understanding is that for NQ the difference between FMV and the strike is considered income for tax purposes, making your cost basis the FMV upon exercise, and they you'd lay long or short tax gains on any capital gains above FMV upon sale of the shares. For ISO, there's a holding period to avoid some taxes, or trigger AMT otherwise. But I'm not sure of the details. A tax pro can help.
If you want to pick good entries and exits to your stocks, you'll need very little else than Auction Market Theory (AMT) and Volume Price Analysis. Auction Market Theory (AMT) is a trading philosophy that views financial markets as continuous auctions, where buyers and sellers interact to determine the fair value of assets. The theory focuses on understanding how imbalances in trading activity, influenced by events and market participant behavior, lead to price discovery and ultimately, a balanced market where the most trade occurs.
Yes, they are safer in a recession. But ASTS is down 11% in a month and VZ/T/AMT were down 6.5, 5.5% and 5% at one point respectively during this recent volatility. Those stocks (sans ASTS) are definitely more resilient but don’t kid yourself — each of them could take a steep haircut if we get a nasty bear market. And ASTS would likely get crushed.
MNO's and things related to them are considered safe havens for a reason. VZ, T, and AMT haven't avoided the majority of the volatility over the last month for no reason. ASTS has managed to remain fairly stable in that time as well. Even in a rescission people are going to pay for their cell phones. It's one of the few things that will more than likely keep getting their money no matter how bad things get. If things do get bad enough that people stop paying for their phones, we have much, much bigger issues than any stock price.
I'm assuming this is part of your compensation--a trick to limit salaries for 'startup' employees. In the unlikely case your company has a clear and confirmed IPO plan then you still need to think about it. Even in the case of IPO, there are usually strict limitations of who and when the shares can be sold in the market--basically freezing you out until the main funders (usually VC--angels have already been comp'd by VC) and officers cash out before you're allowed to. When your turn comes, chances are the shares have dropped value far below the value yours were originally given. Which leads to the impact of Alternative Minimum Tax (AMT) on your taxes. You may be taxed on the inflated original value of shares given to you. Even if the share value drops (post-IPO), you sell at a loss and harvest tax losses it might take a few years to get your losses back since you can't get back all your losses in a year since there's a limit to annual tax loss harvesting--the remaining losses carry forward to future years until they're recouped. To summarize, unless your inside a unicorn, then USUALLY this doesn't benefit you. There may be exceptions but I haven't seen them.
> Stocks I previously considered shitty are fairing well in this market (AMT, TTWO for example) meanwhile if you owned last years quality names theres a good chance you've been cooked so far. Go figure. things are cyclical. those companies getting crushed right now will probably rotate back into favor and make jumps at some point over the summer/fall (especially if the tariff stuff gets walked back or at the very least stabilizes and the fed drops interest rates).
Stocks I previously considered shitty are fairing well in this market (AMT, TTWO for example) meanwhile if you owned last years quality names theres a good chance you've been cooked so far. Go figure.
AMT doesn't tell the market how it should behave, there will always be manipulation in the market, but it gives you a framework to extract information from the market to avoid being taken hostage of such manipulations compared to simple Price Action and SMC methodologies.
Are you still of the idea that is a complicated Framework? I see AMT as a clear framework for trading, less abstract and complicated than simple Price Action (Abstract) and SMC (Complicated Terminology)
You should look into AMT in regards to exercising stock options The government is already taxing unrealized gains lol
Buying a small amount (,1-4% of portfolio) of REITS has done well for me. You could look at O, ADC, WPC, CCI, AMT, VICI, KIM, FRT, GTY, DOC, and many others, most are 4-6% yield, so great for making some income.
* **IT**: Chipmakers (AMD, NVDA) suffered due to weak demand, but Intuit (+8.55%) outperformed. Outlook: Continued volatility as growth-driven tech faces pressure. * **Energy**: Renewables (ENPH -11.6%) fell, while oil majors (CVX +1.08%) held steady. Outlook: Geopolitical risks to drive performance. * **Consumer Discretionary**: Tesla (-13.27%) dropped, Disney (+4.73%) gained on positive streaming/park data. Outlook: Retail/auto earnings to shape trends. * **Healthcare**: Biotech (MRNA -12.86%) lagged, but Lilly (+5.37%) and Humana (+5.67%) rose on strong fundamentals. Outlook: Clinical updates as key drivers. * **Financials**: Insurers (MET +6.38%) and Berkshire Hathaway (+7.33%) led gains. Outlook: Fed rate comments to impact sector sentiment. * **Industrials**: Defense stocks (RTX +7.87%) soared; mixed results for equipment firms like CAT (+1.15%). Outlook: Infrastructure spending in focus. * **Utilities**: Renewables (CEG -11.92%) struggled; traditional providers (SO +1.57%) gained modestly. Outlook: Pricing/weather as key factors. * **Real Estate**: REITs (AMT +7.35%) rallied on strong demand. Outlook: Interest rate changes could affect momentum.
go long healthcare and property like CCI and AMT boys
Why does RH have a random spike (like on AMT after hours today)? Wtf is that?
-40k last week bad. You still got 13.5k, so yolo Call on AMT, ZM, and CAVA.
There are some REIT ETFs. I have about 5% in these REITs, all non-home-mortgage - O, CCI, AMT and STAG. Is this all the money you will have invested or just some of it? Makes a difference. How long a timeline? Also makes a difference. If this is most of your invested money right now and you have a 30+ year timeline to when you'll be spending it down, I would say go 80% VTI, 15% some REITs and 5% some other holding that weathers downturns better. In my case I chose oil & gas MLPs for that last bit.
I've been looking at real estate names for quite sometime, especially after the failed rates meeting. The top names, EXR, Prologis, AMT etc. aren't cheap (looking at PB, dividends, debt), nor they're trading down after November.
Hey purple! Good questions So I asked DeepSeek and Chat GPT about that, as I figured the bonds were more geared toward institutions than retail, and it seems I was right Here’s what the bots said: ### Can Individuals Buy These Bonds? Private activity bonds, such as the ones approved for Comstock Fuels, are typically issued to institutional investors or large financial entities rather than individual retail investors. These bonds are often sold in large denominations and require significant capital, making them less accessible to individual investors. Additionally, the issuance process often involves investment banks and underwriters who facilitate the placement of these bonds with qualified buyers. However, individuals may indirectly invest in such bonds through mutual funds, exchange-traded funds (ETFs), or other investment vehicles that specialize in municipal or private activity bonds. These funds pool resources from multiple investors to purchase bonds, making them more accessible to individuals. — ### Expected Return on These Bonds The return on private activity bonds depends on several factors, including: 1. **Tax Status**: - Qualified private activity bonds (like the ones issued by Comstock Fuels) may be tax-exempt at the federal level, meaning the interest earned is not subject to federal income tax. However, they may still be subject to the federal alternative minimum tax (AMT). - If the bonds are taxable, the interest earned will be subject to federal and possibly state income taxes. 2. **Interest Rate**: - The interest rate (or yield) on these bonds is determined by market conditions, the creditworthiness of the issuer, and the specific terms of the bond. Municipal bonds typically offer lower yields compared to corporate bonds due to their tax advantages and lower risk. 3. **Credit Risk**: - The creditworthiness of Comstock Fuels and the project being financed will influence the bond’s interest rate. Higher-risk projects may offer higher yields to attract investors. 4. **Market Conditions**: - Bond yields are also influenced by broader economic factors, such as interest rate trends and inflation expectations. — ### Key Considerations for Investors - **Tax Implications**: Investors should consult a tax advisor to understand the tax-exempt or taxable status of these bonds and how they fit into their overall tax strategy. - **Risk Assessment**: While private activity bonds are generally considered lower risk than corporate bonds, they still carry some level of risk, particularly if the project being financed faces delays or financial challenges. - **Liquidity**: These bonds may not be as liquid as other investments, meaning it could be harder to sell them before maturity if needed. — ### Summary - **Individuals**: Typically cannot directly purchase these bonds but may invest indirectly through bond funds or ETFs. - **Expected Return**: Depends on the bond’s tax status, interest rate, credit risk, and market conditions. Tax-exempt bonds may offer lower yields but provide tax advantages. - **Risk**: While generally lower risk, investors should assess the specific risks associated with the project and issuer. If you’re considering investing in such bonds, it’s advisable to consult with a financial advisor to evaluate how they align with your investment goals and risk tolerance.
I really like your portfolio, especially how you're getting some international exposure in some of the few companies worth having a position in. You are a little too heavy in tech imo. I'm not sure I would sell any of your existing positions there, but I wouldn't add any more to them without first investing into another sector. Personally, I would choose an industrial or consumer defensive stock. I'm also not a fan of UNH. I would replace it with a pharma giant like PFE, GSK, or GILD. Alternatively, maybe some sort of real estate like DLR, AMT, or PLD.
Is the 15-20% drop in real estate stocks justified? O, AMT, Vici all are down a lot - even after adjusting for dividends, if any. As if, 0.5% rate cut and 0.25% cut makes that much difference to their EPS?
The more successfull businesses tend to own their own properties as it obviously helps with margin and profits - take your COST and HD for example. I work in tech and all of big tech builds their own internal software tools, they don't buy it from a 3rd party for the same reason. So yes I'd agree that their tenant list is not comprised primarily of tier A clients, perhaps not even B. But if you were to take a distrubtion of number of brick and mortar retail in in A/B/C/D tiers, the majority are going to fall in B/C/D. I've never really thought of it as culty. But you probably see it mentioned often because the yield is high, the share price is moderately stable, and dividend amount has consistently increased for over 20 years. How many other REIT can you find me that fit all of this criteria (even you were to soften the duration)? I own other REIT's with much lower dividend yield (AMT/CCI/DLR/EQIX) but more capital appreciation. It just depends on what you need. If it's income, O has been a fairly reliable source.
Anyone that is 100% in a single stock should probably go get some help. So I doubt people are missing out on the bull market in totality. If you think an indicator of "good stocks" is uninhibited growth with zero pullbacks, I have a bridge to sell you. I'm not making a comparison between NVDA and ASTS in terms of long term potential, but looking at NVDA's chart below would you have been happy if you sold in 2018 when it had a 50% pullback? To clarify, ASTS is not going to be NVDA. But could it rise to the levels of an American Tower (AMT)? It's a possibility. "The big money is not in the buying and selling, but in the waiting". I forget which book it's in, maybe "The Psychology of Money", but at one point they talk about risk tolerance. I'm going to paraphrase here... If you test multiple strategies with historical data the best strategy for the highest end net worth is actually going all in on a handful of smaller-mid cap stocks. If they crash and burn, you repeat on a different handful. Eventually you'll get 1 or 2 stocks like NVDA that provide most of the gains you'll ever have and you just let them ride and continue going all in on new stocks with new $. They go on to say most people can't deal with the psychological aspect of losing all their money or dealing with the large swings. So for 95+% of the people diversity is the key to sleeping sound. You can't just throw shit at a wall though, you need to make informed decisions on the handful you pick. So if you had a good reason based on research to go "all in" on ASTS, and not just "yolo" then unless the fundamentals of your analysis have changed you should let it ride. If you bought at $38, you followed the FOMO. https://preview.redd.it/o8f9bdtgq15e1.png?width=902&format=png&auto=webp&s=d1720469c78882f20632cdebe9996f84b6c76a2e
Most people using muni's are using them to avoid AMT tax in particular, since when you're subject to AMT your tax brackets basically start out a hell of a lot higher at dollar $1. You're probably not in the bracket where you will save more than the difference between the yields of the normal bond funds and the muni funds, and if you were.... you'd probably know it.